protected void Page_Load(object sender, EventArgs e) { if (Request.RequestType == "POST") { // these assignments are just to keep the compiler happy. these vars will be reassigned // in the Switch block below depending on which form we are processing. Signing.DocuSignWeb.Recipient signer = new Signing.DocuSignWeb.Recipient(); Signing.LinkedDocument doc = new LinkedDocument(); Signing.LinkedTab[] tabs = new LinkedTab[0]; AccountCredentials creds = base.GetAPICredentials(); bool useEmbeddedSigning = Session["SigningLocation"].ToString() == "Embedded"?true:false; switch (Request.Form["formid"]) { case "form1": // form1 is posted by index.aspx, and demonstrates a basic envelope send base.RequireOrDie(new string[] { "FirstName", "LastName", "Address1", "City", "State", "Zip", "Phone", "Email" }); signer = ApiHelper.MakeRecipient(Request.Form["Email"], Request.Form["FirstName"], Request.Form["LastName"], useEmbeddedSigning, Session.SessionID); tabs = new LinkedTab[] { LinkedTab.CreateTab(signer, "E-mail", Request.Form["Email"], 1, 190, 186, true, true), LinkedTab.CreateTab(signer, "Phone", Request.Form["Phone"], 1, 190, 173, true, true), LinkedTab.CreateTab(signer, "AddressLine1", Request.Form["address1"], 1, 190, 134, true, true), LinkedTab.CreateTab(signer, "AddressLine2", String.IsNullOrEmpty(Request.Form["address2"]) ? " " : Request.Form["address2"], 1, 190, 147, false, true), LinkedTab.CreateTab(signer, "City", Request.Form["City"], 1, 190, 160, true, true), LinkedTab.CreateTab(signer, "State", Request.Form["State"], 1, 255, 160, true, true), LinkedTab.CreateTab(signer, "Zip", Request.Form["Zip"], 1, 342, 160, true, true), LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.FullName, signer, 1, 190, 118), LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.SignHere, signer, 1, 373, 185), LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.DateSigned, signer, 2, 190, 532), LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.InitialHereOptional, signer, 2, 190, 465) }; doc = ApiHelper.MakeDocument("Sample Doc", Server.MapPath("pdfs/SampleDoc.pdf")); doc.Tabs = tabs; break; case "form2": // form2 is posted by index-1, and it demonstrates using anchor tabs instead of fixed tabs. base.RequireOrDie(new string[] { "FirstName", "LastName", "Phone", "Email" }); signer = ApiHelper.MakeRecipient(Request.Form["Email"], Request.Form["FirstName"], Request.Form["LastName"], useEmbeddedSigning, Session.SessionID); // NOTE: for a complicated solution please pick hidden text that is not likely to // appear anywhere in the text. We have picked E-mail: and Name: here because // the solution is very small. In a complex form a simple anchor tag might result // in unintentional tabs being placed. tabs = new LinkedTab[] { LinkedTab.CreateTab(signer, "E-mail", Request.Form["Email"], "E-mail:", 200, -2), LinkedTab.CreateTab(signer, "Phone", Request.Form["Phone"], "Phone:", 200, -2), LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.FullName, signer, "Name:", 200, -2), LinkedTab.CreateTab(signer, "Amount:", Request.Form["Amount"], "Amount:", 200, -2), LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.SignHere, signer, "X:", 30, 8) }; doc = ApiHelper.MakeDocument("Sample Doc", Server.MapPath("pdfs/Loan 1.pdf")); doc.Tabs = tabs; break; default: base.GoToErrorPage("Don't know how to handle that form"); break; } // Common to both forms // add security checks per the session options if (Session["Authentication"].ToString() == "IDLookup") { signer = ApiHelper.AddIDLookupToRecipient(signer, Request["Address1"] == null ? "" : Request["Address1"], Request["Address2"] == null ? "" : Request["Address2"], Request["City"] == null ? "" : Request["City"], Request["State"] == null ? "" : Request["State"], Request["Zip"] == null ? "" : Request["Zip"]); } else if (Session["Authentication"].ToString() == "Phone") { signer = ApiHelper.AddPhoneAuthToRecipient(signer, Request["Phone"]); } if (Session["AccessCode"] != null && Session["AccessCode"].ToString().Length > 0) { signer.AccessCode = Session["AccessCode"].ToString(); } // add our signer to an array Signing.DocuSignWeb.Recipient[] signers = new Signing.DocuSignWeb.Recipient[] { signer }; // add our doc to an array Signing.LinkedDocument[] docs = new LinkedDocument[] { doc }; // now send the envelope Envelope envelope = null; try { envelope = Envelope.CreateAndSendEnvelope(creds, signers, docs, "DocuSign LoanCo Sample Docs", "Hello! This was submitted from a sample application"); } catch (Exception excp) { base.GoToErrorPage(excp.Message); } // Now that the envelope has been sent, we want to open it up so the applicant can sign it. // We will get something called a RecipientToken, which is an URL that will open the envelope up for the specified recipient // here we are using the Ticks from the clock as our assertion ID. Of course, you wouldn't do this in real code, you // would use an identifier that made sense, like the applicants ID from their database record. // This value is informational for you - it allows you to use your own id to refer to the recipient. Signing.DocuSignWeb.RequestRecipientTokenAuthenticationAssertion assert = ApiHelper.MakeRecipientTokenAuthAssert(System.DateTime.Now.Ticks.ToString()); // Now we need to setup a page that will be loaded when the signing is concluded. // when the signer is done signing (or cancels) DocuSign will redirect the browser to this URL. // Since we are hosting the signing in an iframe, we will have docusign redirect the frame to a frame-pop html page // which will then redirect to the final handler (SigningReturn.aspx) // first, get the absolute URL of our frame-pop page string retUrl = Request.Url.AbsoluteUri.Replace("FormHandler.aspx", "pop.html"); // then create a URI from the URL Uri retUri = new Uri(retUrl, UriKind.Absolute); // the build the set of redirect URLS. There is a set because you could specify a different redirect target for each // status event - signing completed, cancelled, error, etc. We just use one page with different Querystring params to // indicate the event. Signing.DocuSignWeb.RequestRecipientTokenClientURLs clientURLs = Envelope.StandardUrls(retUri, signers[0].CaptiveInfo.ClientUserId); // finally, pass all this into docusign and get the token back in return. string token = null; try { token = envelope.RequestRecipientToken(signer, assert, clientURLs); } catch (Exception excp) { base.GoToErrorPage(excp.Message); } // now we store the envelope & token in session and redirect to the signing host page Session["EmbeddedToken"] = token; Session["Envelope"] = envelope; Response.Redirect("EmbeddedHost.aspx", false); } }
public void SendEnvelope() { // ok, long method! // we need to build a Template that will be sent to docusign to create an envelope. A template is like a generic form // it has Roles (like Signer, Co-Signer, CC Recipient, etc) and form fields and documents predefined. // when we use a template we provide real recipients who will take on the Roles in the template, and we may supply data to // prefill any form fields, and we can even provide replacement documents (which we are not using here). A replacement document // would be useful in a case where you have a standard contract in your template, and you want to use the template, but replace the // contract with one that has some custom language specific to the deal. But, like I said, we're not doing that in this demo. // // if we selected the EmbeddedSending option then we will tell docusign to not send the envelope, but hold it // in a draft state, so that we can open it up here and make some changes to it. // // if we selected EmbeddedSigning, then we will tell docusign to send the envelope, and we will launch the signing // session here. // first, get our recipients List <Signing.DocuSignWeb.Recipient> recipients = makeRecipients(); // build a dictionary of form field values to pass in to the template Dictionary <string, string> formfields = new Dictionary <string, string>(); formfields.Add("VIN", carVIN.Text); formfields.Add("Make", carMake.Text); formfields.Add("Model", carModel.Text); // now build our template. Signing.DocuSignWeb.TemplateReference templateRef = makeTemplate(recipients, formfields); // we could potentially have multiple templates in an envelope, so the method call takes an array. List <Signing.DocuSignWeb.TemplateReference> templateRefs = new List <Signing.DocuSignWeb.TemplateReference>(); templateRefs.Add(templateRef); // envelope info - This holds additional customization info - some info is similar to a mailing label // on a paper envelope, and other info controls how the envelope will be processed. See API docs for more info. Signing.DocuSignWeb.EnvelopeInformation envelopeInfo = new Signing.DocuSignWeb.EnvelopeInformation(); envelopeInfo.EmailBlurb = "This envelope was sent from the Auto Insurance Sample of the DocuSign SDK."; envelopeInfo.Subject = "InsuranceCo Auto Rider"; envelopeInfo.AccountId = (string)Session["AccountID"]; // ActivateEnvelope flag - this indicates whether we want to send the envelope immediately // or leave it in the drafts folder. // We are using the value of the embeddedSending checkbox to determine this bool activateEnvelope = embeddedSigning.Checked; //bundle all into params for call Signing.Envelope env = null; try { Session["Envelope"] = env = Signing.Envelope.CreateEnvelopeFromServerTemplates(base.GetAPICredentials(), templateRefs.ToArray(), recipients.ToArray(), envelopeInfo, activateEnvelope); } catch (Exception excp) { base.GoToErrorPage(excp.Message); } // Now if we are using either embedded sending or embedded signing we need to get a token to launch the // embedded host page. If not, then redirect to the status page string nextPageURL = ""; // get the url of the page we want to go to when we're done with embedded session Uri retUri = new Uri(Request.Url.AbsoluteUri.Replace("AutoAppApply.aspx", "pop.html"), UriKind.Absolute); if (embeddedSigning.Checked) { // get embeddedsigning token for applicant to sign Signing.DocuSignWeb.RequestRecipientTokenAuthenticationAssertion assert = ApiHelper.MakeRecipientTokenAuthAssert(DateTime.Now.Ticks.ToString()); Signing.DocuSignWeb.RequestRecipientTokenClientURLs clientURLs = Signing.Envelope.StandardUrls(retUri, recipients[0].UserName); try { Session["EmbeddedToken"] = env.RequestRecipientToken(recipients[0], assert, clientURLs); nextPageURL = "EmbeddedHost.aspx"; } catch (Exception excp) { base.GoToErrorPage(excp.Message); } } else if (embeddedSending.Checked) { // get sending token just to demo the function. You typically would not let someone send their own application try { Session["EmbeddedToken"] = env.RequestSenderToken(retUri.ToString()); nextPageURL = "EmbeddedHost.aspx"; } catch (Exception excp) { base.GoToErrorPage(excp.Message); } } else { nextPageURL = "AutoAppStatus.aspx"; } Response.Redirect(nextPageURL, true); }